Q1 2025 · 13F-HR
Windle Wealth, LLCholdings as filed
Filed 2025-05-06 · accession 0001085146-25-002609
$194.2M
Reported value
31
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $9.1M | 4.67% | 40,777 | Common | SOLE |
| 00206R102 | T | AT&T INC | $9.1M | 4.66% | 320,121 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $9.0M | 4.62% | 42,823 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $8.7M | 4.48% | 80,185 | Common | NONE |
| 95040Q104 | WELL | WELLTOWER INC | $8.6M | 4.44% | 56,250 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $8.5M | 4.39% | 77,098 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $8.4M | 4.32% | 49,208 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $8.4M | 4.31% | 22,294 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $8.4M | 4.31% | 116,758 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $8.3M | 4.30% | 183,890 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $8.3M | 4.27% | 137,993 | Common | SOLE |
| 842587107 | SO | SOUTHERN CO | $8.2M | 4.21% | 88,894 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $8.0M | 4.14% | 48,524 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $8.0M | 4.12% | 67,259 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $8.0M | 4.11% | 25,537 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $7.7M | 3.99% | 129,967 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $7.7M | 3.98% | 46,190 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $7.6M | 3.90% | 130,469 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $7.4M | 3.80% | 49,176 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $7.0M | 3.59% | 47,488 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $6.9M | 3.54% | 27,720 | Common | SOLE |
| 74144T108 | TROW | PRICE T ROWE GROUP INC | $6.0M | 3.07% | 64,792 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $5.1M | 2.60% | 30,208 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $4.0M | 2.08% | 25,804 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.5M | 1.26% | 12,884 | Common | NONE |
| 58733R102 | MELI | MERCADOLIBRE INC | $1.8M | 0.90% | 898 | Common | NONE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $1.4M | 0.73% | 8,268 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $961,034 | 0.49% | 2,622 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $910,876 | 0.47% | 5,338 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $257,873 | 0.13% | 1,668 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $251,719 | 0.13% | 971 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.